Sisense Self Service Dashboards | Sisense Release Q2 2020

Introduction

This tutorial will guide you through the features and functionalities of Sisense Self Service Dashboards, as introduced in the Q2 2020 release. These dashboards empower business teams to gain insights independently, streamlining the analytics process and enhancing decision-making capabilities within organizations.

Step 1: Understanding Self Service Dashboards

• What are Self Service Dashboards?

  • They allow users without technical expertise to create, customize, and analyze dashboards.
  • Designed to extend the capabilities of data teams, enabling business users to derive insights directly.

• Key Features

  • User-friendly interface for easy navigation.
  • Drag-and-drop functionalities for dashboard creation.
  • Integration with various data sources to consolidate information.

Step 2: Creating Your First Dashboard

• Accessing the Dashboard Tool

  • Log into your Sisense account.
  • Navigate to the dashboard section from the main menu.

• Building the Dashboard

  1. Click on "Create New Dashboard."
  2. Choose a layout that suits your data presentation needs.
  3. Use the drag-and-drop feature to add widgets such as charts, tables, and KPIs.
  4. Customize each widget by selecting data sources and metrics.

• Practical Tip

  • Start with a clear objective for your dashboard to ensure relevant data is included.

Step 3: Customizing Dashboard Visuals

• Adjusting Widget Properties

  • Click on a widget to access customization options.
  • Modify colors, labels, and display formats to align with your branding or preferences.

• Adding Filters and Interactivity

  • Include filters to allow users to drill down into data.
  • Set up actions for widgets, such as linking to detailed reports or other dashboards.

Step 4: Sharing and Collaboration

• Publishing the Dashboard

  • Once your dashboard is complete, publish it to share with other users in your organization.
  • Set permissions to control who can view or edit the dashboard.

• Collaboration Features

  • Encourage team members to provide feedback directly on the dashboard.
  • Use comment features to discuss specific data points or insights.

Step 5: Monitoring and Updating Dashboards

• Regular Updates

  • Schedule regular updates for your dashboard to ensure data remains current.
  • Monitor performance metrics to evaluate the dashboard’s effectiveness.

• Common Pitfalls to Avoid

  • Overloading the dashboard with too much information; keep it concise and focused.
  • Neglecting to update data sources which can lead to outdated insights.

Conclusion

Sisense Self Service Dashboards offer powerful tools for business users to independently analyze and visualize data. By following these steps, you can create effective dashboards that enhance insights and inform decision-making processes. Next steps include experimenting with advanced features like custom visuals and deeper data integrations to further elevate your dashboard capabilities.